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SMART PEOPLE CREATING SMART FACTOR-BASED INVESTMENT SOLUTIONS
For more information, contact your advisor or visit fidelity.ca/ETFs
Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds and ETFs. Please read the mutual fund or ETF’s prospectus, which contains detailed investment information, before investing. Mutual funds and ETFs are not guaranteed. Their values change frequently. Past performance may not be repeated. The mutual funds/ETFs are not sponsored, endorsed, sold, or promoted by FMR Co., Inc. FMR Co., Inc. makes no representation regarding the advisability of investing in the mutual funds/ETFs.
121604-v2019125
AND EVERY YEAR, REASSESS THE INDEX TO ENSURE IT'S STILL IN LINE WITH ITS GOALS
6
INDEX
DOUBLE CHECK ALL THE PARAMETERS
5
INNOVATIVE. INTELLIGENT. INCOME.
AVOID OVER-WEIGHTING IN ANY ONE SECTOR
OR COMPANY
CONSTRUCT A PORTFOLIO WHILE SEEKING TO REDUCE CONCENTRATION RISK BY AVOIDING SIGNIFICANT OVER-WEIGHTING IN ANY ONE SECTOR OR COMPANY:
4
TELECOM INDUSTRIALS CONSUMER STAPLES UTILITIES REAL ESTATE
MATERIALS ENERGY HEALTHCARE INFORMATION TECHNOLOGY CONSUMER
DISCRETIONARY FINANCIALS
50%88%14%69%91%76%42%
3Dividends PAID
Dividend PAYOUT RATIODividend GROWTH
ASSIGN FACTOR SCORES TO REMAINING STOCKS BASED ON THE PERCENTAGE OF:
REMOVE THOSE THAT:
2
Can’t sustain their dividend track record
Don’t paydividends
FILTER
Fidelity dividend factor funds seek to deliver monthly income and capital gains by tracking tailor-made indices actively designed by Fidelity Management and Research Company (FMR Co., Inc.)
LOOK AT THE LIQUIDITY AND INVESTIBILITY OF THE LARGEST COMPANIES
THE PROCESS
1
CUTTING THROUGH THE NOISE:
DIVIDEND FACTOR FUNDS